Client Meetings Part I: Review, Preparation & Execution of the Meeting

Technology Solutions Consultant Aida Dillman speaks with Amy Byars, Office Admin for Lifeplan Financial Advisors, in this 3-part series about client meetings. In Part 1, Amy shares intuitive and intentional exercises that you should take prior to the client meeting. Listen in as Amy and Aida talk about texting, post cards, using templates and tag groups.  

Tune in to Part 2 to be published on May 30th.